Displaying 2 items of More for Your Money with the tag "janesville financial advisor".
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Episode 67: Five Factors That Could Tip the Scales - 04/04/2026
April 4th, 2026 | 52 mins 50 secs
ai productivity gains, and fiscal and monetary policy, capital formation, janesville financial advisor, john berkley, private credit risks, sarbanes-oxley act, shadow banking, spacex ipo 2026, uncommon cents investing, us national debt
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.
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Episode 58: Roth IRA Conversions: The Whys, the Why-Nots, and the Wisconsin Tax Exemption - 01/31/2026
January 31st, 2026 | 52 mins 50 secs
$30 million married limit, 000 retirement income exclusion, 12% federal tax bracket, 15 million single limit, 24, 40% estate tax rate. market decline strategy, adjusted gross income (agi), federal estate tax, investment homework, irmaa, janesville financial advisor, medical expense deductions, medicare part b premiums, paul harvey, price to earnings ratio, qualified charitable distributions (qcd), required minimum distributions (rmd), retirement planning, roth ira conversions, s&p 500 performance. long-term care expenses, social security taxation, state tax law change, stock market valuation, taking investment distributions, the rest of the story, trust taxation, wisconsin senior tax exemption
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.